Position in ARES
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$634,244
-$198,734 QoQ
Shares Held
5,698
-25.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#444
of 804 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $193,480,806 across 56 Asset Management names. ARES ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,185,621 | $50,495,598 | |
| 2 | BLK |
BlackRock, Inc.
|
49,801 | $47,886,649 | |
| 3 | BX |
Blackstone Inc.
|
245,370 | $28,872,687 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
281,732 | $12,635,680 | |
| 5 | APO |
Apollo Global Management, Inc.
|
75,576 | $8,941,396 | |
| 6 | NTRS |
Northern Trust Corp
|
22,309 | $3,878,196 | |
| 7 | AMP |
Ameriprise Financial Inc
|
7,978 | $3,659,987 | |
| 8 | STT |
State Street Corp
|
20,639 | $3,500,374 |
All Filings in ARES
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,244 | 5,698 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $832,978 | 7,635 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $997,418 | 6,171 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $629,646 | 3,938 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $614,340 | 3,547 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $456,250 | 3,112 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $528,434 | 2,985 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $398,950 | 2,560 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $328,535 | 2,465 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $305,322 | 2,296 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $265,429 | 2,232 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $231,046 | 2,246 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||